Manage leads by updating their status, disposition, and assigned manager — all inline from the lead list.

Editing Status

1. In the Leads list, click the Status field on any lead row
2. Select the new status from the dropdown: New, Open, Processed, or Declined
3. The change saves automatically

Status indicates where the lead is in your workflow. New leads start as "New" and move through the pipeline as you work them.

Editing Disposition

1. Click the Disposition field on the lead row
2. Select the new disposition from the dropdown
3. Saves automatically

Disposition describes the outcome or current stage of the lead. Common dispositions include: New, Contacted, Qualified, Proposal Sent, Converted, Lost, and Do Not Contact. A lead marked as "Converted" means the customer has confirmed a rental booking.

Changing Assignment

1. Click the Assigned To field or the assign action on the lead row
2. In the modal, select a team member from the dropdown
3. Click Update

You can assign leads to any organization member or active inside sales user. The assignment determines who is responsible for working that lead.

Assigning Leads to Inside Sales Reps

When you assign a lead to an inside sales rep, it unlocks powerful mobile capabilities for that rep:

• The lead appears in the rep's Leads tab in the Pocket Drives mobile app (Commission Mode)
• The rep can view the lead's contact details, vehicle of interest, and current status/disposition
• The rep can Request a Folio — this creates or links a rental quote for the lead's customer and vehicle
• The rep can edit rental dates on the folio while it's in Quoting status (pricing recalculates automatically)
• The rep can Chat with the Garage — opening a direct chat conversation with your team about that specific rental folio

Inside sales reps see only the leads assigned to them, filtered by the organization they're currently viewing. Assignment is the gateway to the entire inside sales mobile workflow.

Important: Only the assigned rep can request a folio for a lead. If you need to transfer a lead to a different rep, simply reassign it — the existing folio and chat history are preserved.

Clearing an Assignment

1. Click the Assigned To field on the lead
2. Select the clear/unassign option
3. Confirm the action

When a lead assignment is cleared, it no longer appears in any rep's mobile Leads tab. The lead remains in the web app's Leads list for admins to manage.

What Happens When You Change Assignment

• All assignment changes are logged for audit purposes
• The lead moves from the previous rep's mobile view to the new rep's
• Any existing rental folio and chat conversation remain intact — they transfer with the lead
• The new rep can continue working from where the previous rep left off

Frequently Asked Questions

Q: Can I assign a lead to multiple people?
A: No. Each lead has one assigned rep at a time. If multiple people need to collaborate, use the Chat with Garage feature on the folio.

Q: Who can I assign leads to?
A: Organization members and active inside sales users. The dropdown shows all eligible users.

Q: Does changing the status or disposition notify the assigned rep?
A: Status and disposition changes are reflected in the mobile app the next time the rep refreshes their Leads tab. There is no push notification for these changes currently.

Q: What's the difference between Status and Disposition?
A: Status is a simple workflow stage (New, Open, Processed, Declined). Disposition is a more granular outcome label (Contacted, Qualified, Converted, Lost, etc.). Use both together to track leads through your pipeline.